Nvidia reveals plans to manufacture AI supercomputers and Blackwell GPUs in the US

Nvidia is looking to bring some of its manufacturing over to the US. Today, the company announced plans to begin building and testing its Blackwell GPUs at TSMC's plant in Arizona, and Nvidia AI supercomputers will begin being built at a facility in Texas. 

Teaming up with leading manufacturing partners, Nvidia has commissioned more than a million square feet of manufacturing space. Blackwell GPUs will be made at the TSMC chip plant in Phoenix, Arizona, while Nvidia's AI supercomputers will be made at Foxconn's plant in Houston, Texas, as well as another facility owned by Wistron in Dallas.

Mass production at these plants is expected to ramp up within the next 12 to 15 months. Nvidia has furthered its investment in US manufacturing by partnering with Amkor and SPIL for packaging and testing operations.

On the AI front, Nvidia expects to produce $500B worth of AI infrastructure in the US. Speaking on the move, Nvidia CEO, Jensen Huang, said: “The engines of the world’s AI infrastructure are being built in the United States for the first time. Adding American manufacturing helps us better meet the incredible and growing demand for AI chips and supercomputers, strengthens our supply chain and boosts our resiliency.”

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KitGuru Says: GPU production is starting to go global, with new facilities being built in the US and Europe. It will be interesting to see what impact this has on supply for future launches in the years ahead. 

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